+390.5%
ONTO vs ARWR
+49.9%
+340.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.2% | +9.9% | +10.8% |
| 7D | -14.0% | -2.9% | -11.1% | -13.2% |
| 30D | -43.1% | -5.4% | -37.7% | -42.1% |
| 3M | -35.5% | -32.2% | -3.3% | -28.7% |
| 6M | -41.1% | -26.5% | -14.6% | -36.8% |
| YTD | +9.8% | -12.4% | +22.2% | +11.6% |
| 1Y | +31.5% | +46.9% | -15.3% | +15.4% |
| 3Y | +45.2% | +116.0% | -70.8% | +2.7% |
| 5Y | +86.7% | -28.0% | +114.7% | +65.4% |
| All | +390.5% | +49.9% | +340.6% | +206.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling